John Leiper, Head of Portfolio Management, Tavistock
Tavistock Wealth is a leader in the ETF asset management industry with a track record approaching 6-years – “one of the longest in the world” to the best of our knowledge.
ETFs have become increasingly popular over the last few years and their unique characteristics make them ideal for top-down, asset allocation driven investing. Which is what we do.
We adopt a top-down view of the world. This allows us to determine the broad macroeconomic and geopolitical trends that drive markets. We then allocate risk as appropriate around the globe and across asset classes including equity and bond ETFs and commodity ETCs via a mixture of traditional market cap weighted indices as well as smart beta strategies.
In addition, our ESG range adheres to a best-in-class environmental, social, governance investment policy which is a data-driven framework designed to distinguish between ESG leaders and laggards.